|
1
|
Retirement Capital Strategies
San Jose,
California
|
$17M
|
+$14.9M
|
+561,336
|
+698%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$509K
|
+19,227
|
+13%
|
|
|
3
|
Bennicas & Associates
Portola Valley,
California
|
$2.5M
|
–
|
–
|
–
|
|
|
4
|
|
$2.28M
|
+$1.11M
|
+41,928
|
+95%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
+$1.46M
|
+55,017
|
New
|
|
|
6
|
|
$1.41M
|
+$1.13M
|
+42,797
|
+411%
|
|
|
7
|
Flow Traders U.S.
New York
|
$749K
|
+$748K
|
+28,269
|
New
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$475K
|
+$474K
|
+17,922
|
New
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$145K
|
+$145K
|
+5,482
|
New
|
|
|
10
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$38.3K
|
+1,448
|
+10,343%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
+$9.93K
|
+375
|
+125%
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
+$26
|
+1
|
New
|
|
